Salesforce + Twilio Integrations
Put Salesforce + Twilio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Salesforce and Twilio
See the kind of workflows teams build with Salesforce and Twilio below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + Twilio
When a new call transcript is available in Twilio, attach it to the corresponding contact record in Salesforce.
Send text messages to newly created leads
When a new lead is created in Salesforce, automatically send a welcome SMS via Twilio to establish immediate contact.
See details
Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in Salesforce.
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Dispatch text confirmations on won deals
When a deal is won in Salesforce, send an automated SMS via Twilio to confirm details with the client.
See details
Browse the full workflow library →
Looking to achieve something else with Salesforce and Twilio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and Twilio
Everything Salesforce and Twilio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Twilio Explore Twilio →
Twilio is a cloud communications platform that provides APIs for sending text messages, making voice calls, and handling messaging.
TriggersTriggers when you add a new phone number.
Triggers when a call is finished on your Twilio number.
Triggers when a new recording is available on your account.
Triggers when an SMS is sent to your Twilio number.
Triggers when a new transcription is available on your account.
Triggers when a WhatsApp message is sent to your Twilio number.
Call a number or numbers and say a message.
Send a WhatsApp message to one or more recipients.
Send a SMS to a number or numbers.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
AvidMobile
A mobile marketing platform offering SMS text messaging, mobile coupons, and bulk messaging services for businesses.
Avochato
Avochato is a phone and SMS communications platform that enables businesses to handle customer text messaging and call management.
Beetexting
Beetexting is a business text messaging platform that enables teams to send SMS messages, manage group conversations, and build relationships.
Berkshire Receptionists
Berkshire Receptionists provides virtual receptionist services, managing business phone calls, message taking, and call handling for organizations.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + Twilio
Is there a pre-built Salesforce + Twilio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Twilio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or Twilio connector?
No. The Agent works whether or not Salesforce or Twilio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Salesforce and Twilio help track phone communications?
Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside Salesforce.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Salesforce can prompt Twilio to send an automated SMS confirmation or message to the client.